Top Funds / Lincoln Capital LLC


Judd Norman

2020Q3 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q2 $ vs. 2020Q2
Mastercard Inc CL A 68,866 $23,289,000 8.54% -552 +$2,762,000
Berkshire Hathaway Inc CL B 102,217 $21,766,000 7.98% +22,361 +$7,511,000
Berkshire Hathaway Inc CL A 65 $20,800,000 7.62% +30 +$11,444,000
DANAHER CORP /DE/ 85,170 $18,340,000 6.72% -362 +$3,215,000
STARBUCKS CORP 178,533 $15,340,000 5.62% -911 +$2,135,000
MARKEL CORP 15,529 $15,121,000 5.54% -137 +$659,000
AMAZON COM INC 4,562 $14,365,000 5.26% -9 +$1,754,000
COSTCO WHOLESALE CORP /NEW 39,672 $14,084,000 5.16% -292 +$1,967,000
Alphabet Inc. CAP STK CL A 8,646 $12,672,000 4.64% -38 +$358,000
Walt Disney Co DISNEY 95,947 $11,905,000 4.36% -755 +$1,122,000
MICROSOFT CORP 45,618 $9,595,000 3.52% -417 +$227,000
DIAGEO PLC SPON ADR 68,674 $9,454,000 3.46% -550 +$151,000
MCDONALDS CORP 32,718 $7,181,000 2.63% -67 +$1,133,000
COCA COLA CO 105,733 $5,220,000 1.91% -458 +$475,000
Apple Inc. 40,817 $4,727,000 1.73% +30,791 +$1,069,000
JOHNSON & JOHNSON 29,680 $4,419,000 1.62% -98 +$231,000
BECTON DICKINSON & CO 18,592 $4,326,000 1.59% -196 -$170,000
UNION PACIFIC CORP 19,294 $3,799,000 1.39% +161 +$564,000
LINDE PLC 15,375 $3,661,000 1.34% -43 +$391,000
JPMORGAN CHASE & CO 31,210 $3,005,000 1.10% -383 +$33,000
Bank of New York Mellon Corp 81,440 $2,797,000 1.03% -2,302 -$440,000
MARRIOTT INTERNATIONAL INC /MD/ CL A 28,211 $2,612,000 0.96% -466 +$154,000
United Technologies Corp 42,008 $2,417,000 0.89% New +$2,417,000
MOODYS CORP /DE/ 7,526 $2,181,000 0.80% +144 +$153,000
ECOLAB INC. 10,338 $2,066,000 0.76% -50 -$1,000